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Professional Development

Business growth goes hand in hand with professional growth. Our regional and national programs give you direct access to our senior executives and strategic partners as well as some of the top minds in the industry.  

You will also tap into the experience and support of those with a unique perspective on your practice—your peers. Support includes: 

  • National Conference 
  • Wealth Management University 
  • Training and Education 
  • Administrative Professional Training 
  • SmartWorks® Learning Center 
  • Business Consulting
  • Topic-Specific Calls and Webcasts 
  • OSJ Training
Learning and Development Opportunities

Learning and Development Opportunities

Increase your professional acumen and stand out from the crowd 

Deliver the customized independent advice your clients seek with our leading professional development courses and forward-thinking conferences and events—all of which are designed to deepen your individual knowledge and help position you as a trusted source for comprehensive financial solutions. 

  • Training Programs 
  • Certified Wealth Strategist® (CWS®) Program 
  • Certified Retirement Counselor® (CRC®) Program: 
  • Accredited Investment Fiduciary® (AIF®) Program 
  • Certificate in Applied Behavioral Finance: 
  • Masters Courses 
  • Conferences 

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